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Financial Advisor   

$10MM AUM | $85,000 GDC in Clackamas, OR

Member Level
Premier
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Clackamas, OR, US
12 Month Gross Revenue
$85,000
Number of Accounts
75
Avg Client Age
67

Overview

Credentialed fee-only financial planner with state-registered RIA exploring opportunities for succession, or possibly even join/merger in the right situation.

The RIA is a financial planning and investment management firm specializing in the retirement transition (both financial and non-financial facets) and providing tactical discretionary portfolio management for clients.

We serve 35 client households with ~$10M AUM plus non-managed AUA of ~$3.7M. Average client age is approximately 67. Additionally, we provide consulting services (no asset management) to sponsors of four small 401(k) plans with ~$2M in assets. AUM fees comprise most of our revenue, but we also have ongoing fixed and hourly fee consulting relationships.

 
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